+439.3%
IONQ vs KVUE
-13.6%
+452.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -46.2% | +13.1% | -59.3% | -45.6% |
| 7D | -46.2% | +13.1% | -59.3% | -45.6% |
| 30D | -46.2% | +13.1% | -59.3% | -45.6% |
| 3M | -46.2% | +13.1% | -59.3% | -45.6% |
| 6M | -33.4% | +12.7% | -46.1% | -32.6% |
| YTD | -33.1% | +15.9% | -48.9% | -32.6% |
| 1Y | -50.1% | +42.1% | -92.2% | -51.8% |
| 3Y | +216.2% | +17.3% | +198.9% | +214.7% |
| All | +439.3% | -13.6% | +452.9% | +370.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KVUE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling